Regent Peak Wealth Advisors LLC

Position in MTB — M&T Bank Corp

CIK 1803329 ATLANTA, GA

Position in MTB

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$305,366

+$47,793 QoQ

Shares Held

1,283

+3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#757

of 1,144 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $3,013,641 across 4 Banks - Regional names. MTB ranks #4 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBSI	United Bankshares Inc/Wv	40,645	$1,862,760
2	PNC	Pnc Financial Services Group, Inc.	1,765	$434,578
3	FITB	Fifth Third Bancorp	7,290	$410,937
4	MTB	M&T Bank Corp This page	1,283	$305,366

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$305,366	1,283	+3.0%	Shares	Sole	2026-07-10
2026-03-31	$257,573	1,246	+0.1%	Shares	Sole	2026-04-14
2025-12-31	$250,842	1,245	-0.5%	Shares	Sole	2026-01-08
2025-09-30	$247,222	1,251	+1.1%	Shares	Sole	2025-10-16
2025-03-31	$221,113	1,237	-1.5%	Shares	Sole	2025-04-14
2024-12-31	$236,140	1,256	+1.2%	Shares	Sole	2025-01-07
2024-09-30	$221,046	1,241	-8.3%	Shares	Sole	2024-10-16
2022-09-30	$238,560	1,353	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$213,582	1,340	+4.4%	Shares	Sole	2022-08-11
2022-03-31	$217,468	1,283	-7.0%	Shares	Sole	2022-05-03
2021-09-30	$205,939	1,379	+1.0%	Shares	Sole	2021-11-08
2021-03-31	$206,947	1,365	+0.1%	Shares	Sole	2021-04-28
2020-12-31	$173,637	1,364	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.